Financial Planning Analysis Senior Analyst

DTCC; Boston (MA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base pay + annual incentive

Comprehensive health & life insurance

Retirement benefits

Paid time off & family care leave

Flexible/hybrid model: 3 onsite days,

remote 2 days

Job summary

DTCC is seeking a Senior Analyst in FP&A to support budgets, forecasts, and P&L management for DTCC businesses. You will track performance vs. budgets, explain variances, and prepare presentations for senior management. Partner with business and functional managers to meet financial commitments and enable sound decisions.

The role emphasizes collaboration with multiple teams; a minimum of 2 years' FP&A experience and strong financial systems skills are required for success.

Qualifications

• Minimum of 2 years of related FP&A experience.
• Bachelor's degree preferred or equivalent experience.
• Strong communicator who is a self-starter and highly motivated.
• Proficiency or experience with financial systems and reporting.

Responsibilities

• Develop and present standard reporting to explain current financial performance and future trends.
• Query, analyze and present data from multiple financial data sources to build budgets and forecasts and explain trends.
• Develop relationships and credibility with key clients.
• Work across multiple channels to assist in FP&A-wide projects.
• Evaluate processes to drive efficiencies.
• Additional ad-hoc responsibilities as needed.

Job description

JOB DESCRIPTION

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC’s competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee)

Impact you will have in this role:

The Senior Analyst role will provide full support to DTCC’s FP&A objectives. This includes developing budgets, forecasts and P&L management for DTCC businesses and functions. It involves tracking performance vs. budgets, explaining variances and preparing financial performance presentations for senior management. The overall objective is to partner with the business and functional managers to meet financial commitments and goals, and assist management in making sound financial decisions.

Your Primary Responsibilities:

• Develop and present standard reporting to explain current financial performance and future trends
• Query, analyze and present data from multiple financial data sources to build budgets and forecasts and explain trends
• Develop relationships and credibility with key clients
• Work across multiple channels to assist in FP&A-wide projects
• Evaluate processes to drive efficiencies
• Additional ad-hoc responsibilities as needed

Qualifications:

• Minimum of 2 years of related experience
• Bachelor's degree preferred or equivalent experience
• Strong communicator who is a self-starter and highly motivated individual
• Proficiency or experience with financial systems and reporting

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ABOUT US

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC’s subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn , X , YouTube , Facebook and Instagram .

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

ABOUT THE TEAM

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC’s competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.